Financial Advisor Job at Find Great People | FGP, Suwanee, GA

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  • Find Great People | FGP
  • Suwanee, GA

Job Description

A growing Wealth Management firm is seeking a passionate and hard working individual to join their team as a Financial Advisor . The ideal candidate will have a team-player and client first mindset must currently hold their Series 7 and 66 licenses.

This person will be able to work out of the Suwanee, GA or Gainesville, GA office.

Responsibilities:

  • Review client 401k’s and generate proposals using MorningStar
  • Guide clients through rollovers
  • Generate insurance quotes and meet with clients to review
  • Manage estate claims
  • Go to probate with clients when necessary
  • Support fellow employees when and where necessary
  • Maintain all necessary licenses (i.e. Series 7 & 66)

Qualifications:

  • 3 – 5 years of client facing financial advising experience
  • Series 7 and Series 66 required
  • Great communication and time management
  • Ability to work in a fast-paced environment
  • Must be a problem solver
  • Ability and willingness to learn quickly

Compensation and Benefits:

  • Compensation based on experience and licensure
  • Medical stipend
  • 401(k) with match
  • PTO

Job Tags

Work at office,

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